Asset Planning & Management, Inc.
Asset Planning & Management, Inc. (CRD# 116833) is a financial advisory firm headquartered in Spokane, WA. They manage $104,718,819 in 78 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management105MILLION
Total Number of Accounts78ACCOUNTS
Average Account Value$1,342,549
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Greer Bacon (CRD# 704356) is an Investment Advisor Representative working at Asset Planning & Management, Inc. in Spokane, WA and has over 21 years of experience in the finance industry. Greer Bacon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.